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Whether you’re a user that just wants to share a view with someone or you’re an administrator/manager that would like to create and distribute personalized views, sharing personal views is a very common thing, so it’s surprising that CRM for Tablets does not support it. Shared views that a user does not own do not display in the mobile app. Even worse, if the user has access to a dashboard that contains personal views, they’ll receive a generic error:

You invested in a Customer Relationship Management (CRM) system and have been diligent in getting the system implemented and adopted across the entire company. However, if your team is not consistently keeping the Lead, Account, Contact, Opportunity and Service Ticket data clean, you are likely missing out on the benefits of having a CRM system to begin with. How?

The 2017 technology hiring trends are accelerating, creating both opportunities and challenges for organizations searching for tech talent. There are many factors behind the trend. Corporate executives are anticipating deregulation and lower taxes, which is freeing up both operating budgets and capital expenditure budgets. Company information technology budgets across a wide spectrum of industries are supporting higher spending to drive organizational technical excellence forward to support revenue increases.

Candidates and hiring managers alike are on the go today. Neither are always given the luxury of sitting down at a computer to apply for jobs or review resumes. Sometimes, applications must be submitted and viewed from the convenience of a mobile device. In this case, resumes have slightly different rules. The key word is simplicity.

While working in Dynamics CRM, I needed to add several options to a few different optionsets on the Lead entity. Adding the options isn’t difficult, but can be tedious and repetitive, so I didn’t want to do it manually. I decided to leveraged the CRM SDK and used a LINQPad query to populate the optionset as shown in Figure 1.

When building a Web API project, you need to keep in mind how requests to your methods will be made. If requests are made client-side, you'll need to take CORS (Cross-Origin Resource Sharing) security into consideration. This can be done a few ways, which I won't get into for the sake of this post, but you can find more information about CORS here.

I have been doing a lot of custom workflow steps lately for MS CRM. I've been using the CRM Developer Extensions which makes it so easy to get started with a plugin or custom workflow. If you add a CRM Workflow Class template, it adds the following lines (I've omitted a few others it adds for clarity):

We deliver the complete integration and development of sales, marketing and customer service technologies. TopLine Strategies’ project management is designed to achieve 100 percent user adoption of the technologies implemented, and deliver measurable returns on investment for clients.

Whether our clients are searching for an expert firm to analyze and execute a critical project, employees to augment an information technology team or contractors to assist with technology needs, we deliver on-time, cost-effective solutions that optimize client results. Over the years, our methods have remained the same: establish long-term relationships, assess requirements, research and analyze options, recommend appropriate solutions, implement, integrate and optimize performance.

We deliver the complete integration and development of sales, marketing and customer service technologies. TopLine Strategies’ project management is designed to achieve 100 percent user adoption of the technologies implemented, and deliver measurable returns on investment for clients.

Whether our clients are searching for an expert firm to analyze and execute a critical project, employees to augment an information technology team or contractors to assist with technology needs, we deliver on-time, cost-effective solutions that optimize client results. Over the years, our methods have remained the same: establish long-term relationships, assess requirements, research and analyze options, recommend appropriate solutions, implement, integrate and optimize performance.